Sales Rep | Best Practices/Tips & Tricks

Sales Rep | Best Practices/Tips & Tricks

Tactical best practices for sales reps using Consensus day to day. The rep playbook for getting DemoBoards watched, prospects engaged, and stakeholders looped in.

Key points

• Always include a Personal Intro Video (PIV) on your DemoBoards — engagement rates rise significantly.
• Use the Image Link CTA (with an animated GIF) as your primary share mechanism — outperforms text and button links.
• In the email body: keep it short. Demo does the explaining.
• Set the time investment explicitly: "should only take 15 minutes."
• Enable Notifications so you know the moment a prospect starts watching.
• Set Two-factor Authentication for sensitive demos.
• After they watch: open the heatmap before the next call. Address rewatched sections explicitly.
• Use the Share Prompt to nudge prospects toward inviting other stakeholders.

See also

See "Tips for Composing an Email", "Create a Demoboard Link Using a Custom Image", "Interpreting the Viewing Details / Heatmaps."